Market GPS

Portfolio Manager Outlooks

Navigate the risks and opportunities ahead with our 2023 portfolio manager outlooks.

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Ben Lofthouse, CFA | Janus Henderson Investors

Global Equity Income in 2023: Steady dividend growth and attractive valuations

A review of global equity markets in 2022 and the outlook for dividends in the year ahead.

Evaluating growth equities in a market that remains murky

In his 2023 investment outlook, Doug Rao discusses pursuing durable growth in a market that remains in flux.

2023 outlook: a comeback year for European equities?

John Bennett explains why 2023 might be an opportune time to get into European equities.

Fixed Income

Short-duration bonds in 2023: Staying cautious amid uncertainty

Bond investors should manage their expectations about how long policymakers are willing to endure high interest rates.

Emerging markets debt Sri Lankan fishermen

Emerging markets debt: a silver lining to the global slowdown?

Could a shift in the US hiking cycle spell a brighter outlook for hard currency emerging market debt? The Emerging Markets Debt Hard Currency team explores.

US fixed income players: Reviewing 2022 and looking ahead to 2023

In this 2023 outlook, John Kerschner assesses various fixed income sectors on their 2022 performance and discusses what we can expect from them in 2023.

High quality bonds are primed to bloom in 2023

The titan arum only flowers occasionally, but when it does, the results are impressive; high quality bonds could be set for a similar display in 2023.

Alternatives and Multi-Asset

Multi-asset outlook for 2023 – light at the end of the tunnel

With most of the bad news seemingly already priced in on the interest rate front, Paul O’Connor explores whether markets will deliver positive returns for investors in 2023.

The forecasters were right

Just how good an indicator of future performance are earnings predictions?

Options prices signal stronger capital markets in 2023

In this video, Ash Alankar explains that signals imbedded in forward-looking options markets indicate easing inflation creating a favorable environment for global equities and bonds in 2023.

Alternatives Investment Outlook: The scale of change demands a different mindset

Explore the opportunity for alternatives investing following a year that tested the resilience of traditional strategies built around ‘core’ asset classes.